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Month: October 2022
Wrap – Week Ended 10/28/22
. . Two weeks of the 3Q22 energy earnings season are in the bag. For us that’s 26 names on our list of 73 this quarter. Last week we had detailed comments on: RRC, HAL, VLO, HLX, EPNPH, RES, NEX, QS, NOVA, CLB, EQTY PTEN, OII, ARR, FSLR, SLCA, PXD, and SWN. So far so…
T.G.I.F.
. . Housekeeping Watch: Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the natural gas review (smaller than Street expected build; look for modestly large build next week), comments on several names of interesting…
Thursday Morning – Earnings Avalanche
. . Housekeeping Watch: Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. And grab some coffee because this is a long one. In today’s post please find: Comments on 3Q22 reports from seven owned or names of interest (QS,…
Wednesday Morning – ENPH, NEX, RES
. . Housekeeping Watch: 8 calls down, 65 to go. Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on three names reporting 3Q22 results,…